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Tax Form Schedule

Below are the most common tax forms issued to shareholders of Weitz Funds and when you can expect to receive them. 

IRS FORM FORM NAME IRS Deadline  Online Account Availability  Anticipated Mail Date*
1099-R Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc. 1/31/2024 1/26/2024


1099-DIV  Dividends and Distributions 1/31/2024


1099-B   Proceeds from Broker and Barter Exchange Transactions 2/15/2024  2/2/2024  2/2/2024 
1042-S Foreign Person's U.S. Source of Income Subject to Withholding  3/15/2024 3/15/2024  3/15/2024
5498 IRA Contribution Information  5/31/2024 5/31/2024  5/31/2024
*Per guidance from the U.S. Postal Service, investors may experience delays in the delivery of first class mail.


Important Information: The tax information provided here is for informational purposes only. It is not intended, and should not be construed, as a recommendation, or legal, tax, or investment advice. You should consult your tax advisor to answer questions about your specific situation or needs.

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